Automated Court Reporting Client Re-Engagement Reminders
Every Monday, WebRun checks ReporterBase for active law firm clients who have had no job booked in the past 30 days, drafts a friendly re-engagement email for each in Gmail for your approval, and logs the outreach in a Google Sheet so your team can track follow-up.
How do I automatically re-engage law firm clients who have not booked recently?
Every Monday, WebRun checks ReporterBase for law firm clients with no booking in the past 30 days, drafts a personalised re-engagement email for each in Gmail for your approval, and logs the outreach in a Google Sheet with priority flags. No dormant client goes unnoticed, and no email goes out without staff review.
- No dormant law firm client goes more than 30 days without a drafted re-engagement email
- The team sees every at-risk client relationship in one Google Sheet with priority flags
- Re-engagement emails are personalised and ready for one-click approval
Built for court reporting agencies · legal support business development teams · court reporting agency owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.omti.com/rbin a real browser with your saved login - no setup, no API keys. -
1
ReporterBase - find clients with no recent bookings
omti.com
WebRun opens ReporterBase to find clients with no recent bookings. - Open ReporterBase and review the client list
- Identify law firms with active accounts but no job booked or completed in the past 30 days
- Capture the firm name, primary contact, email address, last job date, and any historical service preferences
Done when Every dormant law firm client with no booking in 30 days is listed.
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2
Gmail - draft re-engagement email for approval
gmail.com
WebRun opens Gmail to draft re-engagement email for approval. - Draft a friendly, personalised re-engagement email for each dormant client
- Reference their last job date and invite them to schedule their next deposition or request a transcript
- Save each email as a Gmail draft for your review and approval before sending
Done when A re-engagement draft exists in Gmail for every dormant client.
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3
Google Sheets - log outreach for tracking
google.com
WebRun opens Google Sheets to log outreach for tracking. - Open the client outreach tracking sheet
- Add a row for each dormant client with the firm name, last job date, days since last booking, and draft email status
- Mark any client dormant for more than 60 days as high priority for personal follow-up
Done when The outreach tracker is updated with every dormant client and their priority.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email dormant clients without my approval?
No. Every re-engagement email is saved as a Gmail draft for your review. Nothing is sent to any client until a staff member approves and sends it.
How does it define dormant?
By default, a client is considered dormant if they have had no job booked or completed in the past 30 days. You can adjust that threshold at setup to match your agency's billing cycle.
What if a client is in a seasonal slow period and will book again soon?
You can mark clients in the tracking sheet as snoozed for a set period, and WebRun will skip them on the next run until the snooze expires.
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